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BOLTON SECURITIES CORPORATION’s iShares iBonds Dec 2026 Term Corporate ETF IBDR Stock Holding History

BOLTON SECURITIES CORPORATION’s Portfolio IBDR Stock Details IBDR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$925K Buy
+38,150
New +$924K 0.04% 390

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Morgan Stanley
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Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Sound View Wealth Advisors Group
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Commonwealth Equity Services
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CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $65.5B AUM 24.25% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's IBDR Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in iShares iBonds Dec 2026 Term Corporate ETF (IBDR) in Q1 2026: 38,150 shares worth $925K. The stake represents 0.04% of the portfolio and ranks #390 among its holdings.

445 funds tracked by Wall St. Rank hold IBDR as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 38,150 shares of iShares iBonds Dec 2026 Term Corporate ETF worth $925K as of Q1 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • iShares iBonds Dec 2026 Term Corporate ETF made up 0.04% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #390 holding.
  • 445 funds tracked by Wall St. Rank held iShares iBonds Dec 2026 Term Corporate ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.